Group 1 - The Federal Reserve is expected to maintain interest rates, with a 96.9% probability of no rate cut and only a 3.1% chance of a 25 basis point cut, indicating market confidence in the decision [1] - The real focus of the upcoming interest rate decision is on Chairman Powell's speech, which could influence future rate cut probabilities and impact the stock market [1] - The U.S. economy faces challenges, including potential recession or stagflation, regardless of the Fed's decision on interest rates [1] Group 2 - During the May Day holiday, a total of 314 million trips were made, representing a 6.4% year-on-year increase, while total consumption reached 180.27 billion yuan, up 8.0% year-on-year, indicating a positive trend in consumer spending [2] - Improved consumer spending could help the domestic economy recover from tariff impacts, which is a positive signal for the A-share market [2] Group 3 - The recent performance of the Shanghai Composite Index has been complex, with a significant rise following a series of declines, but there are concerns about potential adjustments if no substantial positive news emerges [6]
光控资本|美联储的降息救市!今日凌晨的五大消息冲击来袭(5.7)
Sou Hu Cai Jing·2025-05-07 03:46